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Arax Advisory Partners’s Live Oak Bancshares LOB Stock Holding History

Arax Advisory Partners’s Portfolio LOB Stock Details LOB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.62K Buy
170
+81
+91% +$2.98K ﹤0.01% 2726
2025
Q4 		$3.06K Sell
89
-748
-89% -$25K ﹤0.01% 3094
2025
Q3 		$29.5K Buy
+837
New +$28.8K ﹤0.01% 2090

Other funds holding LOB

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Arax Advisory Partners's LOB Position: Q1 2026 in Review

Arax Advisory Partners increased its Live Oak Bancshares (LOB) stake by 91% in Q1 2026, buying an estimated $2.98K and bringing the position to 170 shares worth $5.62K. The position accounts for ﹤0.01% of the portfolio, ranked #2726.

Arax Advisory Partners first reported a position in LOB in Q3 2025 and has held it in 3 quarters since. The position peaked at $29.5K in Q3 2025. 227 funds tracked by Wall St. Rank hold LOB as of Q1 2026.

  • Arax Advisory Partners held 170 shares of Live Oak Bancshares worth $5.62K as of Q1 2026.
  • Arax Advisory Partners bought 81 Live Oak Bancshares shares in Q1 2026, an estimated $2.98K.
  • Live Oak Bancshares made up ﹤0.01% of Arax Advisory Partners's portfolio in Q1 2026, its #2726 holding.
  • Arax Advisory Partners first reported a position in Live Oak Bancshares in Q3 2025 and has held it in 3 quarters since.
  • Arax Advisory Partners's Live Oak Bancshares position peaked at $29.5K in Q3 2025.
  • 227 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q1 2026.

Based on Arax Advisory Partners's 13F filing for Q1 2026, filed 13 May 2026.